itonewbie
Level 15
01-12-2024
11:39 AM
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From the FAQ, it looks like this prints automatically with each return... No info about how to turn it off though if you are not offering that to certain clients.
What information do my clients receive about the program?
With the Firm-Level program, the Protection Plus Member Agreement, and a 7216 form disclosure will be printed out with every 1040 return you file. The member agreement should be provided to your clients and you should have the client sign the 7216.
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Still an AllStar
Still an AllStar